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2021 Liability-Driven Investment Survey

Art By Anja Susanj

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Vendor Details


Wellington Management Company, LLP
https://www.wellington.com/
https://www.wellington.com/en/liability-driven-investing/

Summary of Offering

Wellington’s edge is that it partners with plan sponsors at all stages of the LDI process, tapping the breadth of its multi-asset capabilities, including:

  • Deep fundamental credit research enhanced by equity investor perspectives;
  • Actuaries who translate liability cash flows into practical investment ideas;
  • Fixed-income expertise in rates, securitized, and derivative markets;
  • Specialist trading resources to help support liquidity needs; and
  • Experience managing full multi-asset pension solutions and implementing glide path approaches.

Client Restrictions: None

Business Summary (as of 06/30/2021)

LDI clients as of 06/30/2021: 124
LDI mandates as of 06/30/2021: 70
LDI assets under management ($USD) as of 06/30/2021: $73.9B

Regions With Active Mandates

US
Canada
UK
Continental Europe and Republic of Ireland
Asia
Australia
All other locations

Client Satisfaction

# of ratings/responses received 15

Satisfaction With Overall Offering

Very Satisfied (9s and 10s) 80%
Mostly Satisfied (7s and 8s) 20%
Somewhat Satisfied (5s and 6s) 0%
Only a Little Satisfied (3s and 4s) 0%
Dissatisfied ( < 2) 0%

Average Satisfaction Scores by Category

Is responsive to general inquiries 9.29
Meets objectives related to risk and return 9.13
Proactively provides new ideas/solutions and shares knowledge 9.23
Estimates daily liability 8.29
Has accessible investment team 9.21
Provides timely and detailed funded status attribution 8.50
Provides timely performance reporting 9.36
Offers daily interest rate hedge ratio estimation 8.29
Customizes portfolio to specific client needs 9.11
NR = “Not Reported”
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